The Activity Planner is an app for insurance agents to help them schedule their daily tasks, such as making appointments and closing deals. It's built into the phone and works like a digital planner. It lets agents manage their tasks and schedule in an organized way, making it easier to keep track of everything. The Activity Planner works on all devices and can be accessed from anywhere.

You can use it to schedule meetings and appointments with clients, send out reminders for important meetings, and keep track of all the deals you need to close. It also works like a personal planner, helping agents keep track of their tasks and see the progress of their team members. It can even recommend a solution for a better performance if you're a team leader.